SWM
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SpringVest Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$491K Buy
19,373
+13
+0.1% +$330 0.4% 40
2025
Q1
$466K Hold
19,360
0.39% 41
2024
Q4
$390K Buy
+19,360
New +$390K 0.33% 41